Project template configuration
The Project Template Configuration list defines the items that are included in a template.
Navigate to All > Project Administration > Settings > Template Config to display the Project Template Configuration list. Each item in this list has:
- A defined parent table. The exception is pm_project, which is the root or top-level object in the template.
- A link element. A field that links the parent table and the child table.
- A list of fields to include in the template. The fields defined in this column are the fields that are copied to a project template.
The Project Template Configuration list contains three default template configuration items: project, project task, and project subtask. You can modify these default items or create additional items from this list.
| Item | Definition | Parent | Link Element |
|---|---|---|---|
| pm_project | Project object | None. This object does not have a parent because it is the root level. | None. This object does not have a link element because it is at the root level. |
| pm_project_task | Project task object | pm_project | Parent. Because this task object is one level below the root level, it uses the parent table as a link element. |
| pm_project_task | Project subtask object | pm_project_task | Parent. Because this subtask object is two levels below the root level, it uses the parent table as a link element. |
Select an item in the Project Template Configuration list to open the project Template Configuration form. For more information, see Project template configuration form.
Project Template Configuration form
- Add a project template configuration item
Add a project template configuration item to include in a template. - Modify a project template configuration item
Modify a project template configuration item included in a template.
Parent Topic:Applying templates to projects
Related topics
Add an attachment to a project template
Apply a template on the Project form